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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
NinePointTwo Capital
California
$3.28M
CPRC
127
Consolidated Portfolio Review Corp
New York
$3.25M +$24.9K +152 +0.8%
FFA
128
Florida Financial Advisors
Florida
$3.2M +$3M +18,288 New
LWL
129
Leo Wealth LLC
Texas
$3.1M +$2.67M +16,273 New
CAM
130
Cozad Asset Management
Illinois
$2.9M +$1.03M +6,257 +61%
LNC
131
Lincoln National Corp
Pennsylvania
$2.83M +$1.78M +10,841 +204%
SCA
132
Stokes Capital Advisors
South Carolina
$2.8M -$846K -5,156 -24%
FIA
133
Foundations Investment Advisors
Arizona
$2.8M -$1.88M -11,457 -43%
LAS
134
Lloyd Advisory Services
Georgia
$2.76M +$2.58M +15,749 New
HH
135
Hilltop Holdings
Texas
$2.74M -$1.83M -11,142 -42%
FWA
136
FSC Wealth Advisors
New York
$2.68M +$2.43M +14,801 +2,835%
WIA
137
World Investment Advisors
California
$2.68M -$71.4K -435 -3%
MCC
138
Money Concepts Capital
Florida
$2.54M +$1.07M +6,526 +82%
Stifel Financial
139
Stifel Financial
Missouri
$2.53M +$4.92K +30 +0.2%
SIC
140
Samalin Investment Counsel
New York
$2.53M -$46.8K -285 -2%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2.51M -$103K -630 -4%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.44M +$128K +781 +6%
Corient Private Wealth
143
Corient Private Wealth
Florida
$2.43M +$717K +4,368 +46%
IC
144
IEQ Capital
California
$2.39M -$30K -183 -1%
Renaissance Technologies
145
Renaissance Technologies
New York
$2.38M +$2.23M +13,600 New
PFG
146
Peterson Financial Group
Iowa
$2.33M +$148K +903 +7%
SWM
147
Spire Wealth Management
Virginia
$2.28M +$769K +4,686 +60%
ASN
148
Advisory Services Network
Georgia
$2.25M -$484K -2,948 -19%
AI
149
Atria Investments
North Carolina
$2.23M +$2.09M +12,744 New
MA
150
Mezzasalma Advisors
New Jersey
$2.21M +$99K +603 +5%